Portfolio
Portfolio review August 2024
Sailing through the yen volatility. Estimated reading time: 31 minutes
Singapore
Complete guide to Singapore REITs
Singapore's REIT market has been hit by higher interest rates, but that headwind seems to be dissipating. Estimated reading time: 33 minutes
Thematic reports
10 Questions with Alex Sweet
UK-based fund manager and Substack author
Thematic reports
3Q2024 update: There Will Be Blood
The yen probably bottomed at 162, China is experiencing deflation, hybrids seem to be winning, Malaysian FDI is booming, Vietnam is turning back to communism
Links
Links August 2024
13 investment-related write-ups, 9 articles and 8 podcast episodes
Deep-dives
Astra International (ASII IJ) － 2024 update
Indonesia's leader auto maker at 6.1x P/E. Estimated reading time: 21 minutes
Deep-dives
Lion Rock Group (1127 HK)
Top global book printer run by a master capital allocator at 7x P/E with net cash
Thematic reports
The anti-EV commodities
The case for platinum group metals. Estimated reading time: 20 minutes
Japan
Yakult Honsha (2267 JP)
Japan’s yogurt giant scaling up to meet rising demand for its products
Portfolio
Portfolio review July 2024
Cleaning up the portfolio for several new names. Estimated reading time: 25 minutes
Deep-dives
Samsonite (1910 HK) － 2024 update
Broken merger arb situation turned value stock. Estimated reading time: 18 minutes
Malaysia
Johor's property market is heating up
Singapore is becoming increasingly connected to nearby Johor. Estimated reading time: 18 mins